Numbers have always spoken to me—not just in spreadsheets, but in the stories they reveal about portfolios, market dynamics, and the real impact of capital allocation. As a limited partner, I have overseen diverse portfolios and collaborated with top venture capital and private equity managers, experiencing firsthand how thoughtful portfolio construction and strategic manager selection drive enduring results.
In my career, I managed multi-billion-dollar allocations across a broad range of asset classes. This gave me a deep appreciation for how every investment decision—whether deploying into a new venture fund or rebalancing private markets exposure—influences long-term fund performance and risk. I learned that true value lies not just in evaluating numbers, but in understanding the strategic narratives behind them and how capital can catalyze growth and innovation.
Today, I serve as a strategic partner to venture capital and private equity firms seeking to become more institutional—faster. My role goes far beyond tactical or operational execution; I provide leadership, strategic insight, and institutional guidance that helps position your firm for sustainable growth and enhanced investor confidence.
Strategic Financial Leadership: I help develop and execute forward-thinking strategies that align with your long-term ambitions—not just managing numbers, but making sure every financial decision supports your vision.
Institutionalization & Governance: I guide you in building scalable governance frameworks and processes that attract sophisticated investors and enable your firm to operate at the gold standard for the industry.
Fund Planning & Analysis: Together, we build and interpret models and forecasts, connect KPIs with actionable objectives, and ensure data-driven leadership decisions.
Fundraising & Investor Strategy: I advise on limited partner (LP) selection and due diligence, shape your investor communications at a strategic level, and help articulate a compelling value proposition.
Risk Management & Regulatory Guidance: I assess risk environments, design tailored mitigation strategies, and build robust compliance foundations—all at the leadership and policy level, not in daily back-office routines.
Strategic Capital Allocation: I guide capital deployment decisions that prioritize high-impact growth and long-term results, ensuring resources drive meaningful outcomes.
Leadership: My focus is on empowering your leadership team, surfacing insights that matter, and making clear how each decision shapes your trajectory and outcomes.
Aligned Partnership: My incentives and approach are structured to align with your long-term success, growth, and institutional credibility.
Clarity and Confidence: With a dual background as both a CPA and institutional allocator, I deliver analytical precision and the strategic context needed to build lasting, high-performing platforms.
Fund strategy and long-range financial planning
Institutionalization of governance and processes
LP selection and due diligence
Capital management and allocation guidance
Investor communications and fundraising strategy
Risk management and regulatory oversight
Let’s work together to make your firm not just bigger, but stronger, more strategic, and truly institutional—ready to thrive in today’s competitive landscape.